Jenna Staton's Location

Cleveland, OH, US

Jenna Staton's Work

  • Senior Associate @ The Lipson Group, Inc.
  • Tax Associate @ Chess Financial Corp
  • Sales and Use Tax @ Cole National Corporation

Jenna Staton's Education

  • David N. Myers University

    Bachelor of Science (Accounting)

    1998 - 2002
  • Eastlake North High School

    College Prep

    1986 - 1989

Jenna Staton's Skills

  • Tax
  • Estate Planning
  • Tax Research
  • Tax Preparation
  • Financial Planners
  • Income Tax
  • Strategic Financial Planning
  • Corporate Tax
  • Tax Returns
  • CPA

Jenna Staton's Summary

Jenna Staton, based in Cleveland, OH, US, is currently a Senior Wealth Advisor, Managing Director at Wellspring Financial Advisors, bringing experience from previous roles at Hawthorn, PNC Wealth Management, Skoda, Minotti & Co., The Lipson Group, Inc. and Chess Financial Corp. Jenna Staton holds a 1998 - 2002 Bachelor of Science in Accounting @ David N. Myers University. With a robust skill set that includes Tax, Estate Planning, Tax Research, Tax Preparation, Financial Planners and more, Jenna Staton contributes valuable insights to the industry. Jenna Staton has 1 email and 1 mobile phone number on RocketReach.

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